401(k) · DOL Form 5500 · 2024
Board of Trustees, U.a. Locals 375/367 Supplemental Pension Trust 401(k) Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 1,969
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $52,017
- Avg per participant Low balance/head
Official DOL plan name: U.a. Locals No. 375 and 367 Supplemental Trust · Sponsored by Board of Trustees, U.a. Locals 375/367 Supplemental Pension Trust · Oregon · Construction
$102M in assets, 1,969 participants
Board of Trustees, U.a. Locals 375/367 Supplemental Pension Trust's U.a. Locals No. 375 and 367 Supplemental Trust reported $102M in total assets and 1,969 participants in its 2024 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #8,056 in Construction (9,039 peers)
Coverage in Oregon
U.a. Locals No. 375 and 367 Supplemental Trust covers 1,969 participants in Oregon, 4.4x the typical Oregon plan (state average ~443 per filing). Assets: $102M.
- #8,056
- in Construction (9,039 peers)
- +10.8%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
U.a. Locals No. 375 and 367 Supplemental Trust's outsized position by total assets
U.a. Locals No. 375 and 367 Supplemental Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$102,422,270 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
U.a. Locals No. 375 and 367 Supplemental Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U.a. Locals No. 375 and 367 Supplemental Trust lands in the large band (1,969 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- U.a. Locals No. 375 and 367 Supplemental Trust reported net income fell from $13M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- U.a. Locals No. 375 and 367 Supplemental Trust end-of-year assets rose from $92M in the plan year 2023 filing to $102M in the plan year 2024 filing.
- U.a. Locals No. 375 and 367 Supplemental Trust reported participants rose from 1,866 in the plan year 2023 filing to 1,969 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 920150923 · Board of Trustees, U.a. Locals 375/367 Supplemental Pension Trust PY 2024 · 401(k)
U.a. Locals No. 375 and 367 Supplemental Trust · $102M · 1,969 · 91st
- EBSA $102M
- PART 1,969
- TYPE 91st
- NET 401(k)
- BOOK near Polar Beverages Retirement Plan
- VS-ST ind #8056
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Oregon →
U.a. Locals No. 375 and 367 Supplemental Trust in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $92M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | $10M |
| Employer EIN | 920150923 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, U.a. Locals 375/367 Supplemental Pension Trust)
Sponsor-wide plan assets over time
All Board of Trustees, U.a. Locals 375/367 Supplemental Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $102M 28.4653761187055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,840 | $80M |
| 2023 | 1 | 1,866 | $92M |
| 2024 | 1 | 1,969 | $102M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
U.a. Locals No. 375 and 367 Supplemental Trust's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Polar Beverages Retirement Plan in MA ($102M); by covered participants it is Invenergy LLC 401(k) Plan in IL (1,969 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
- Polar Beverages Retirement Plan (MA) $102M · 1,758
- Keystone-Bartonville 401(k) Retirement Plan (IL) $102M · 766
- Steelfab, Inc. Profit Sharing and 401(k) Plan (NC) $102M · 1,856
- Aeg Vision 401(k) Plan (TX) $102M · 3,858
Similar participant headcount
Nearest other-state filings by covered participants (1,969 participants); asset peers above are excluded.
- Invenergy LLC 401(k) Plan (IL) 1,969 · 0 off
- Yamaha Retirement and Investment Plan (GA) 1,968 · 1 off
- Stern Therapy Consultants, LLC 401(k) Plan (NY) 1,968 · 1 off
- Illumifin Corporation 401(k) Plan (MN) 1,970 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.